Institutional Ownership Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX). We have compiled data on the 894 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,643
shares
|
$1.63 Million
0.13% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,610
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2024
Added 197.61%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 29, 2025 Q3 2025 |
5,602
shares
|
$1.62 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
Nov 13, 2025 Q3 2025 |
5,500
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,347
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
5,340
shares
|
$1.54 Million
0.45% of portfolio
|
Q3 2025
Added 285.0%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
5,269
shares
|
$1.52 Million
0.23% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,258
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,256
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
5,135
shares
|
$1.48 Million
0.32% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,122
shares
|
$1.48 Million
0.16% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
5,091
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,982
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
4,917
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
4,873
shares
|
$1.41 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
4,796
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Added 54.86%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
4,779
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,761
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Keystone Financial Group
|
Nov 14, 2025 Q3 2025 |
4,749
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
4,748
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2025
Added 54.31%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
4,742
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,738
shares
|
$1.37 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
4,734
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 19.95%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
4,712
shares
|
$1.36 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,676
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.94%
|